SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 15 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,019,578 | -37.4% | 23,051 | -34.7% | 0.05% | -38.1% |
| Q2 2023 | $1,628,814 | -96.9% | 35,286 | +3598.7% | 0.08% | +460.0% |
| Q1 2020 | $51,761,000 | +1258.9% | 954 | -98.8% | 0.02% | -98.4% |
| Q3 2018 | $3,809,000 | +6.8% | 76,364 | +8.0% | 0.97% | +8.0% |
| Q2 2018 | $3,567,000 | +11.7% | 70,685 | +11.4% | 0.90% | -19.2% |
| Q1 2018 | $3,194,000 | +23.9% | 63,465 | +26.6% | 1.11% | +32.1% |
| Q4 2017 | $2,578,000 | +118.1% | 50,145 | +121.9% | 0.84% | +153.9% |
| Q3 2017 | $1,182,000 | +7.0% | 22,595 | +7.1% | 0.33% | +3.1% |
| Q2 2017 | $1,105,000 | +17.8% | 21,105 | +16.5% | 0.32% | -1.2% |
| Q1 2017 | $938,000 | +168.8% | 18,118 | +178.5% | 0.32% | +121.9% |
| Q3 2016 | $349,000 | +1063.3% | 6,505 | +1059.5% | 0.15% | +942.9% |
| Q2 2016 | $30,000 | – | 561 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,138,139 | $59,229,000 | 30.24% |
| Dragon Financial & Investment Group, LLC | 428,533 | $22,301,000 | 19.78% |
| COOPER/HAIMS ADVISORS, LLC | 290,579 | $15,122,000 | 14.00% |
| Live Your Vision, LLC | 707,730 | $36,504,000 | 12.23% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 270,609 | $14,082,000 | 11.53% |
| Alliance Wealth Management Group | 444,714 | $23,142,000 | 11.47% |
| Mokosak Advisory Group, LLC | 259,714 | $13,507,000 | 10.46% |
| Avantax Planning Partners, Inc. | 2,156,326 | $112,215,000 | 10.27% |
| McAdam, LLC | 275,738 | $14,438,000 | 10.20% |
| Kohmann Bosshard Financial Services, LLC | 299,050 | $15,563,000 | 9.99% |